Commonwealth Equity Services
EDV icon

Commonwealth Equity Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Commonwealth Equity Services’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.82M Buy
27,965
+6,755
+32% +$447K ﹤0.01% 2090
2025
Q4 		$1.38M Sell
21,210
-7,302
-26% -$497K ﹤0.01% 2311
2025
Q3 		$1.95M Sell
28,512
-48,118
-63% -$3.18M ﹤0.01% 2009
2025
Q2 		$5.16M Buy
76,630
+32,967
+76% +$2.18M 0.01% 1319
2025
Q1 		$3.1M Sell
43,663
-1,626
-4% -$112K ﹤0.01% 1604
2024
Q4 		$3.07M Sell
45,289
-22,411
-33% -$1.63M ﹤0.01% 1567
2024
Q3 		$5.39M Buy
67,700
+32,368
+92% +$2.52M 0.01% 1175
2024
Q2 		$2.59M Buy
35,332
+3,954
+13% +$286K ﹤0.01% 1612
2024
Q1 		$2.4M Sell
31,378
-23,090
-42% -$1.76M ﹤0.01% 1656
2023
Q4 		$4.41M Sell
54,468
-8,860
-14% -$634K 0.01% 1180
2023
Q3 		$4.43M Sell
63,328
-29,242
-32% -$2.3M 0.01% 1096
2023
Q2 		$8.06M Buy
92,570
+26,180
+39% +$2.28M 0.02% 794
2023
Q1 		$6.01K Buy
66,390
+13,938
+27% +$1.24M 0.01% 921
2022
Q4 		$4.34M Buy
52,452
+18,309
+54% +$1.54M 0.01% 1038
2022
Q3 		$2.96M Buy
34,143
+2,497
+8% +$243K 0.01% 1189
2022
Q2 		$3.17M Sell
31,646
-49,872
-61% -$5.18M 0.01% 1145
2022
Q1 		$9.92M Sell
81,518
-6,579
-7% -$843K 0.02% 629
2021
Q4 		$12.3M Sell
88,097
-968
-1% -$135K 0.03% 528
2021
Q3 		$12.1M Buy
89,065
+59,282
+199% +$8.33M 0.03% 505
2021
Q2 		$4.03M Sell
29,783
-3,625
-11% -$469K 0.01% 976
2021
Q1 		$4.19M Buy
33,408
+4,558
+16% +$622K 0.01% 880
2020
Q4 		$4.39M Sell
28,850
-17,056
-37% -$2.71M 0.01% 790
2020
Q3 		$7.6M Buy
45,906
+9,658
+27% +$1.63M 0.03% 521
2020
Q2 		$6.02M Sell
36,248
-248
-0.7% -$41.5K 0.02% 562
2020
Q1 		$6.12M Buy
36,496
+32,746
+873% +$4.84M 0.03% 486
2019
Q4 		$487K Sell
3,750
-19,472
-84% -$2.65M ﹤0.01% 1932
2019
Q3 		$3.28M Buy
23,222
+20,463
+742% +$2.78M 0.01% 735
2019
Q2 		$350K Sell
2,759
-28
-1% -$3.37K ﹤0.01% 2076
2019
Q1 		$332K Buy
2,787
+53
+2% +$6.03K ﹤0.01% 2066
2018
Q4 		$310K Sell
2,734
-282
-9% -$30K ﹤0.01% 1985
2018
Q3 		$327K Buy
+3,016
New +$340K ﹤0.01% 2095
2016
Q4 		– Sell
-2,231
Closed -$304K – 2332
2016
Q3 		$304K Buy
2,231
+490
+28% +$68.1K ﹤0.01% 1711
2016
Q2 		$240K Buy
+1,741
New +$225K ﹤0.01% 1826
2015
Q2 		– Sell
-2,107
Closed -$273K – 2214
2015
Q1 		$273K Buy
+2,107
New +$275K ﹤0.01% 1701
2013
Q4 		– Sell
-3,020
Closed -$288K – 1942
2013
Q3 		$288K Sell
3,020
-7,339
-71% -$699K ﹤0.01% 1397
2013
Q2 		$1.05M Buy
+10,359
New +$1.15M 0.02% 660

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Commonwealth Equity Services's EDV Position: Q1 2026 in Review

Commonwealth Equity Services increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 32% in Q1 2026, buying an estimated $447K and bringing the position to 27,965 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #2090.

Commonwealth Equity Services first reported a position in EDV in Q2 2013 and has held it in 36 quarters since. The position peaked at $12.3M in Q4 2021. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Commonwealth Equity Services held 27,965 shares of Vanguard World Funds Extended Duration ETF worth $1.82M as of Q1 2026.
  • Commonwealth Equity Services bought 6,755 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $447K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2090 holding.
  • Commonwealth Equity Services first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2013 and has held it in 36 quarters since.
  • Commonwealth Equity Services's Vanguard World Funds Extended Duration ETF position peaked at $12.3M in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.